Worth Financial Advisory Group, LLC Ishares Tr Core Moderate Alloc Transaction History

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,656 shares of AOM stock, worth $295,592. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,656
Previous 4,927 35.09%
Holding current value
$295,592
Previous $212 Million 41.69%
% of portfolio
0.18%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$42.66 - $45.18 $73,759 - $78,116
1,729 Added 35.09%
6,656 $300 Million
Q2 2024

Jul 26, 2024
BUY
$41.17 - $43.25 $5,681 - $5,968
138 Added 2.88%
4,927 $212 Million
Q1 2024

Apr 30, 2024
BUY
$40.86 - $42.78 $195,678 - $204,873
4,789 New
4,789 $205 Million
Q4 2022

Feb 13, 2023
BUY
$36.07 - $39.57 $207,041 - $227,131
5,740 New
5,740 $218 Million

Others Institutions Holding AOM

# of Institutions
266
Shares Held
12.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email